Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Insight Holdings Group, LLC
- UDMY
- S
- REAX
- NCNO
- ETWO
- MSFT
- AMZN
Filing on Apr 16, 2025
Q1 2025
Foster Victor Wealth Advisors, LLC
- VTV
- AMZN
- SCHX
- MA
- IQLT
- MSFT
- QCOM
Filing on Apr 07, 2025
Q1 2025
Advisor Net Financial, Inc
- IVV
- AGG
- JPST
- DFIC
- SCHD
- AAPL
- DFAU
Filing on Feb 13, 2025
Q4 2024
Mesirow Institutional Investment Management, Inc.
- KD
- FLR
- MRCY
- ELF
- KMPR
- PB
- ALK
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 09, 2025
Q1 2025
Lbmc Investment Advisors, LLC
- IVV
- RSP
- IWM
- HDV
- IEFA
- EFA
- DVY
Filing on May 07, 2025
Q1 2025
N.E.W. Advisory Services LLC
- VTI
- SPYV
- SPLG
- SPAB
- IAGG
- JPST
- DFAX
Filing on May 01, 2025
Q1 2025
3 Edge Asset Management, LP
- BIL
- TIP
- IVV
- STIP
- GLDM
- VXUS
- IEF
Filing on Apr 21, 2025
Q1 2025
Norris Perne & French LLP
- MSFT
- GOOGL
- BRK-B
- V
- AMZN
- IVV
- LNG
Filing on May 15, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Nations Financial Group Inc,
- AAPL
- BRK-B
- MSFT
- IJH
- NVDA
- IWV
- QQQ
Filing on May 15, 2025
Q1 2025
Ausdal Financial Partners, Inc.
- SHV
- AAPL
- USFR
- SCHG
- SCHD
- BIL
- CAT
Filing on Apr 24, 2025
Q1 2025
Money Concepts Capital Corp
- SPMO
- SVAL
- IWS
- XMMO
- VOO
- QQQ
- RSP
Filing on May 15, 2025
Q1 2025
683 Capital Management, LLC
- LLY
- TSLA
- COF
- MSTR
- MDGL
- PLTR
- GXO
Filing on May 13, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Frank, Rimerman Advisors LLC
- QQQM
- QQQ
- AAPL
- NFLX
- NVDA
- MSFT
- IVE
Filing on Apr 17, 2025
Q1 2025